Hidden governance risk could upend retirement plans

Lynn Bullard Kennedy, ASA, EA, FCAThought Leadership

In today’s fast-paced work environment, plan sponsors often underestimate the role of institutional knowledge in retirement plan management. When key team members depart, the knowledge gap can threaten both plan compliance and the participant experience. Learn how the right governance framework can close the succession planning gap.

Is your nonqualified plan causing you anxiety? Here’s what to do

Lynn Bullard Kennedy, ASA, EA, FCAThought Leadership

Nonqualified retirement plans are less common — and more frequently misunderstood — than their qualified plan counterparts. This article highlights common nonqualified plan challenges that HR managers and benefits coordinators may encounter.